Compare · 2 funds side by side · dividends reinvested

ZROZ and IEF

ZROZPIMCO×IEFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,335IEF · best of the two

02 / 04

ZROZ and IEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.08%−2.0%−1.8%+4.3%−1.4%−6.8%5.0%$44.0B1.1

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundBonds & Cash · Treasuries0.15%5.26%−6.2%−11.1%+0.0%−13.8%−20.0%16.1%$1.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ZROZ 2009 · IEF 2002

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9B$4,767

ZROZ

IEF

iShares 7-10 Year Treasury Bond ETF · $44.0B$9,335

$10,000 five years ago, dividends reinvested

ZROZMeasureIEF

−6.2%Year to dateJan 1 → Nov 3−2.0%

−11.1%1 yearTotal return−1.8%

+0.0%3 years · per year$10,000 became $10,007 · $11,352+4.3%

−13.8%5 years · per year$10,000 became $4,767 · $9,335−1.4%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

5.26%Trailing 12-mo yield$526 · $408 a year on $10k4.08%

−20.0%Worst dropSmaller is better−6.8%

16.1%VolatilityLower is calmer5.0%

ZROZIEF Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IEF wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZROZ vs IEF: Top 5 Holdings

Today

ZROZ

[…]in top 5

IEF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

ZROZ vs IEF Returns, Every Period

PIMCOZROZ

−13.8%

5 years, per year

IEFiShares

−1.4%

5 years, per year

ZROZIEFFaded: behind in that period

0–4IEF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ZROZ vs IEF

YTD

PIMCOZROZ

−6.2%

IEFiShares

−2.0%

−6.2%Year to date−2.0%

−20.0%Worst drop · 1Y−6.8%

16.1%Volatility · 1Y5.0%

5.3%Yield4.1%

$1.9BAssets$44.0B

3–1IEF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZROZ, IEF

Today

0.15%lowest, ZROZ

FundExpense ratioFee$10k

ZROZ0.15%$15

IEF0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ZROZ, IEF

5.26%highest, ZROZ

FundTrailing yieldYield$10k

ZROZ5.26%$526

IEF4.08%$408

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$511most kept, ZROZ

ZROZ$526 − $15 = $511

IEF$408 − $15 = $393

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ZROZ, IEF

Today

[…]holdings […]

ZROZIEF

ZROZ—[…]

IEF[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−1.8%IEF, at 5.0% volatility

IEFWorst drop−6.8%5.0% vol

ZROZWorst drop−20.0%16.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ZROZIEF

−6.2%Year to date−2.0%

5.3%Yield4.1%

−11.1%Past year−1.8%

0.15%Fee0.15%

2–1IEF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026